Licensing Specialist - Intermediate

Provide administrative support and coordination for licensing activities associated with agency and state Department of Insurance licenses required for business operations. Maintain accurate licensing records and support compliance-related processes with minimal supervision.

Key Responsibilities

• 1-3 years of related experience preferred.
• Provide employees with the appropriate forms, documentation, and guidance to initiate the licensing process.
• Verify and track criminal background check requirements for employees seeking licensure.
• Coordinate state-required pre-licensing education, examination scheduling, and fee payments.
• Prepare and submit licensing applications and supporting documentation to state Departments of Insurance.
• Distribute copies of issued licenses to applicable insurance carrier partners.
• Coordinate additional training and examination retakes for employees who do not pass initial licensing exams.
• Track, monitor, and process continuing education requirements, including fee payments and employee follow-up to ensure compliance with state regulations.
• Monitor license renewal requirements and submit renewal applications, supporting documentation, and fees to the appropriate state regulatory agencies.
• Assist with monthly licensing file audits and compliance reviews.
• Process agent information changes, including name and address updates.
• Provide licensed employees with guidance and required forms for license updates and assist with filing necessary documentation with state insurance departments.
• Notify state insurance departments and insurance carrier partners of terminated licensed employees, as required.
• Track and process agency and corporate license renewals, ensuring timely submission of all required forms and fees.
• Maintain organized, accurate, and complete licensing records and documentation.
• Support special projects and perform other duties as assigned by management.

Required Skills & Qualifications

• High School Diploma or GED required.
• Strong organizational and time management skills with the ability to work independently.
• Excellent verbal and written communication skills, including customer service experience.
• Ability to handle confidential and sensitive information with discretion.
• Proficiency in Microsoft Office applications and internet-based systems.
• Ability to prioritize multiple responsibilities and meet deadlines in a fast-paced environment.
• Strong attention to detail and commitment to accuracy.
• Ability to work collaboratively within a team while remaining self-directed when appropriate.

Preferred Qualifications

• Prior experience in insurance licensing, compliance administration, or a related regulatory support role.
• Familiarity with state insurance licensing requirements and continuing education regulations.
• Experience working with licensing management systems and regulatory databases.